KLED is one of the easiest vehicles to smash a few multiples
Under 20m is ridiculous
After hours of research it’s the greatest trade proposition I’ve ever seen
But there’s not much time
Something significant has happened behind the scenes. We can't tell you what it is yet but it changes where we're going.
S3 would be a rhino balls move with the sell pressure. Respect to Jeff if that were to happen
If not then 2 years of manifesting it didn't work. No problem just try another 2
Do take your time with this one please lads
Regards,
Point collectoooors
Lmk if you have any thoughts.
Keen to know any alternative takes or even if you just think mine is retarded just say, I'd still appreciate it lol
Previously the team made it sound like the trading API was ready, just waiting to be switched on
Then yesterday Lucas listed it as one of the items they still need to build
Either it's loose language or a new distribution partner needs a more capable API than the one they had
A major platform distributing Variational to hundreds of thousands of users?
Another possibility is a partnership that brings forward spot stocks with margin, but Lucas was already talking about this as a later-stage roadmap item in August. This would be more of an acceleration in the roadmap rather than something that 'redefines' their trajectory.
trad.var retweeted
A year and a half ago, we launched Omni to bring broker-style trading on-chain. Back then, we got excited about hitting $1M in daily volume. As we relentlessly iterated on our product with UI redesigns, spread improvements, new order types, and more listings, our user base grew exponentially. Eventually, we started seeing $10M, $100M, $500M, $1B+ days.
Now, Omni is one of the largest on-chain trading venues by any metric: $3B+ in daily volume and nearly $2B in open interest. More than half of the platform's activity is in non-crypto markets. That rapid growth is driven primarily by swaps, our new instrument bringing TradFi liquidity on-chain.
Omni was (and continues to be) shaped by the feedback of traders. Hyperliquid proved that if you do right by your community, they will do right by you. That's why 32% of $VAR is going to Variational traders at TGE, fully unlocked. No external market makers on Omni, and no points for OLP. 100% of the allocation goes to real users.
We have so much left to build: trading API, 24/7 swaps liquidity, spread rebates, OLP deposits, spot markets, and Pro for options. TGE will be just the start of our journey to make Variational the best place for retail and institutions to trade any global market on-chain.
I'm excited to share more about our upcoming partnerships. For now I'll just say that the wait will be worth it. See you in Q4.
Think about this over the w/e:
This isn't about T1 TradFi partners e.g. Virtu--we've known about those for eons.
Hunch: a major financial platform embeds Variational.
What else justifies 'strategic' & 'redefine our trajectory'?
Justin said 'dream bigger'
trad.var retweeted
here's the @variational_io story so far
feb 2024 - sep 2026
enjoy
Rumour is we've got @notthreadguy onto Variational now
Still early to the onchain IBKR 🚀
Welcome Threadguy
Thank you @variational_lvs & @edward_yu_var
And thank you to everyone at @variational_io
Couldn’t be more bullish on what you’re building 🫡
